+54.0%
SWK vs TRMB
+27.7%
+26.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -17.3% | +30.4% | +20.4% |
| 7D | +17.9% | -15.7% | +33.6% | +24.2% |
| 30D | +31.9% | -7.8% | +39.7% | +32.3% |
| 3M | +16.6% | -9.3% | +25.9% | +17.7% |
| 6M | +61.1% | -20.8% | +82.0% | +74.3% |
| YTD | +64.2% | -30.8% | +95.0% | +91.5% |
| 1Y | +85.2% | -31.0% | +116.2% | +116.1% |
| All | +54.0% | +27.7% | +26.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling